Wealth Management Professional

1 day ago


Delhi, Delhi, India beBeeFamilyOffice Full time ₹ 15,00,000 - ₹ 20,00,000

We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.

Location: Delhi

Role: AVP/VP-Family Office

Required experience: 8+ years

Key Responsibilities:

• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region

• Identify and acquire new family office relationships and UHNIs in the region

• Develop and implement strategies to increase market share in the family office/UHNI segment

• Upscale clients to longer-term assets

Requirements:

Candidates must have at least 8 years of experience in either wealth management or AIF/PMS sales.



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